MB-240T00: Microsoft Dynamics 365 Field Service Training

Course Prerequisites

• Basic understanding of Microsoft Dynamics 365 or previous experience with ERP/CRM systems is recommended.
• Familiarity with field service processes such as work order management, resource scheduling, and service agreements is helpful but not required.
• No prior experience with Dynamics 365 Field Service is necessary, but general knowledge of customer service and operations is beneficial.

Learning Objectives

By the end of this course, you will be able to:

1. Set up and configure Dynamics 365 Field Service to manage field operations, including scheduling, dispatching, and work order management.
2. Optimize resource allocation and scheduling by using AI-powered scheduling and mobile solutions to improve technician efficiency.
3. Manage service agreements, including contract management, billing, and renewals within Dynamics 365 Field Service.
4. Track and manage inventory using Dynamics 365 Field Service to ensure field technicians have the right parts and equipment for each job.
5. Implement remote assistance solutions and utilize IoT (Internet of Things) to enable real-time data and proactive service delivery.
6. Enhance customer service delivery by providing personalized, data-driven solutions for your field service operations.
7. Prepare for the MB-240 certification exam with hands-on exercises and review of key field service management features and functionality.

Target Audience

This course is ideal for:

• Field Service Managers and Technicians looking to optimize their field service operations using Dynamics 365.
• Customer Service Managers seeking to improve service delivery and customer satisfaction through efficient service management processes.
• Consultants and Business Analysts who want to deepen their knowledge of field service management and how to implement it using Dynamics 365.
• IT Professionals and System Administrators tasked with configuring and maintaining Dynamics 365 Field Service within their organization.
• Individuals preparing for the MB-240 certification exam to become certified in Microsoft Dynamics 365 Field Service.